Stress-relieving client servicing support for Networks
Plus Group has a team of professionals ready to handle those tedious, time-consuming client servicing tasks that distract Advisers from doing what they do best. Let us free up their time so they can focus on elevating your Network by delivering a first-class customer experience to their clients.
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ABOUT THE SERVICE
Client Servicing support, saving your Network valuable time and resource
Are your Adviser stressed and constantly on the back foot due to so many moving parts and tasks that have to be taken care of?
If so, Plus Group has the perfect solution. Our expert team will be delighted to do the heavy lifting, freeing up time and resources, so your Advisers can focus on serving their clients and providing an incredible customer experience. Whilst also ensuring they remain aligned with the new consumer duty requirements.
What’s Included:
- RNo tie-in or minimum numbers required
- RPay-as-you-go basis
- RSet your own budget
- RA tailored service to suit your specific needs
- RClient records fully updated
- RReal-time updates in Fluid
- RExperts in Client Servicing & Administration Support
Why Plus Group
Save your Network the headache by recommending Plus Group
Our services are fully tailored to meet the needs of our clients. Below are just a few of the ways Plus Group can support your Network with their client servicing tasks:
Fact find updating
Our experienced team will work through the fact find in detail, ensuring all records are up to date and all meeting notes are recorded.
Booking meetings with clients
Our team will contact clients on their behalf to book them in for their review meeting, including sending out letters for those we cannot reach or who are not available.
Preparing Meeting Packs
We are happy to collate all the electronic documentation they may require for review meetings. This includes valuations, fact finds, or any compliant documentation and emailing them prior to the meeting.
Ongoing advice letters (inc. fund switches)
We will complete ongoing advice letters following review meetings with their client.
(Drawdown ongoing advice letters can also be completed by our Paraplanners)
Submitting Fund Switches & Rebalances
Along with completing ongoing advice letters, we will submit any fund switches and rebalances that may arise following a review with their client.
Submitting Client Withdrawal Requests
We happily deal with requests from clients to encash funds and submit them on the adviser’s behalf.
How it works
Our clients mean the world to us. At Plus Group, we are 100% committed to supporting you and your business as best we can, while making the entire process as seamless and efficient as possible.
Schedule a call to learn how Plus Group can help support your business goals today.
Get in touch
Reach out and let us know how best we can support you and your business.
Prepare for launch
We'll arrange a meeting to discuss your needs, answer your questions, and confirm the project scope.
Fuel the jets
We'll cross all the T's and dot all the I's to ensure a long-lasting, compliant, and fruitful partnership from which you'll never look back.
Blast in to orbit
Experience the sensation of weightlessness as you enter into orbit, safe in the knowledge that the tasks once weighing you down are all taken care of.
Awards & nominations
Not ones to brag, but *ahem* we’re kind of a big deal! That’s because we always put YOUR needs first.
Meet your dream team
Paraplanners, Chasers, and more.
Jonathan Maskell
Head of Chasing Team
Jonathan Maskell
Head of Chasing Team
ABOUT
I joined Plus Group as an Apprentice in 2014 and am now head of the Chasing Team. I undertake a variety of duties, including making sure daily tasks are allocated across the team, and stepping in when any of the team need any help, guidance, or if they just want a chat!
I live in Liverpool with my girlfriend Kerry and outside of work, I enjoy baking and watching sports. I also have an obsession with Food Network on Sky, and like to pick up tips on how to become a better home cook!
Jill Thompson
Chaser
Jill Thompson
Chaser
Joined in 2021
ABOUT
After leaving secretarial college I have had a varied career of customer service focused roles. Ranging from a showroom manager, HR and budget officer in the Home Office, administrator in a high secure hospital and then an office manager in a family run estate agents. I am very much a people person and enjoy working with clients both face to face and over the telephone.
I am married to Dave for nearly 30 years and have 2 grown up children, Mark and Emma, plus 2 step children Mark and Lee.
LIKES
- Padel (similar to tennis/squash) I enjoy playing as often as I can
- Countryside walks, nature and wildlife
- My 2 dogs Tia and Bobby
- Eating out (I’m very spoilt for choice where we live)
DISLIKES
- Not a big fan of strong smelling cheeses!
- I do not like spirits (apart from gin)
- Bullies, whether they are children or grown ups!
Sam Parker
Chaser
Sam Parker
Chaser
Joined in 2022
ABOUT
I am a highly motivated and experienced financial administrator with 15 years experience in financial services, previously supporting a St James’s Place Partner in Poole, Dorset.
I am a busy working Mum of three teenagers, with two dogs and am an animal loving vegetarian. I enjoy walks at the beach, meals out with friends, watching cookery programmes and cinema trips.
Ready to take the next step?
Don't miss out, get in touch today to find out more
Request a call
Fill out our callback form
Book a meeting
Book in with the team
Send us an email
hello@plusgroup.org
Contact us
Complete our contact form
Frequently asked questions
Why should I use your Client Servicing Team?
With the recent introduction of Consumer Duty, servicing your clients is more important now than ever before. Our expert team can ensure that your clients are receiving the best service and that your clients’ records are kept up to date (which adds to your PQS score!).
Do I have to use a template for your review letters?
We use Aptus templates to ensure your review letters include the 6 requirements that SJP expect to see in a post review letter. However, if you have a template that you would prefer to use, we are happy to take a look at it for you.
Will I be tied into a contract?
Will you be contacting our clients on our behalf?
Our team will always let your clients know that they are calling on behalf of the Adviser to avoid confusion. This includes using your email signatures when sending emails.
Do I have to use your full client servicing service?
No, we can tailor the service we offer to suit your needs. You can choose as many or as few of the tasks above as suit you.
What are your turnaround times?
We will complete all fund switch and withdrawal request within 2 working days. Our SLA’s for post review letters is currently 5 working days, however if you have a letter that needs completing urgently, then please do let us know and we will endeavour to complete this as soon as possible. We will also work through contacting your clients as quickly as possible, however this is on a case by case basis due to the number of clients to contact.
Do you update CFR’s post meeting?
Yes, our team will ensure that your clients records are updated with any changes post meeting.